Full Archive

This is REAL

Ok before we get into this post let me state from the start this is NOT my traditional April Fool’s post which went out earlier today. No, this post is very real as take a look at where Dexcom is trading today. Yes, Momma Kliff said it’s inappropriate to gloat, but she also said it’s foolish not to take credit when you’ve earned it. Well, we’ve earned it as it...

Detaching from the mothership?

It’s really not a secret that Medtronic isn’t thrilled with how things are going in diabetes. Yes, publicly they say all is well and things will get better but privately they acknowledge this unit is in a world of hurt. As we have reported in the past management has considered several options – selling to private equity – combining the diabetes unit with another unit and then spinning off this...

Different toy same results

See if these statements seem at all familiar – “Ypsomed (SWX:YPSN) announced today that it partnered with CamDiab to collaborate on managing automated insulin delivery with a mobile app.” “Terumo (TSE:4543) and Glooko today announced a collaboration to integrate their technologies and create new diabetes data sharing solutions.” Yes, it seems everyone has a shiny new toy that does way cool whiz bang things and will get absolutely crushed IF they ever really...

Are we learning yet?

As the first quarter comes to a close things are about to get very interesting in the diabetes device space. Here are some keys to what’s coming- 1. Now that Dexcom has received the CE mark for the G7 FDA approval should come anytime now. 2. Insulet is rolling out the OmniPod 5 3. THE WORLD IS RETURNING TO “NORMAL” It’s point number 3 that’s most important. While none of us know what this...

Just the facts

There has been a great deal of noise surrounding the insulin space, so we thought we’d bring those pesky facts into the arena. Here are the numbers from the three largest insulin companies for 2021 Lilly Humalog $2453 Billion Humulin $1222.6 Billion Basaglar $892.5 Million Novo Nordisk Long Acting $2648.37 Billion Pre-Mix $1642.48 Billion Fast Acting $2593.10 Billion Sanofi Lantus $2721.45 Billion Toujeo $1057.37 Billion Add it all up and that’s … wait for it $15,230.87 BILLION in sales for 2021. Feel free...

Much to do about nothing

Before we even get started today some clarity the out-of-pocket cost of insulin does not impact outcomes. There are NO studies that conclude that if insulin was given away for FREE that outcomes would improve. We are all for lower costs but lower costs in no way translates into better outcomes. Insulin like it or not is a business and all the efforts to cap insulin costs impact the business...

Lost in the wilderness

There are certain fundamental truths when it comes to our wacky world. One is pharmaceutical companies have no business getting into MedTech or digital/virtual. Yesterday we wrote about the posterchild for screwing up Sanofi. Yep, instead of getting out of diabetes and selling the franchise when it has value, they invest $30 million in Dario. Honestly, I truly wish Dexcom would make them an offer they can’t refuse and be...